OpenAI's Stargate Bet: Infrastructure Over Sales Force

OpenAI's $500 billion four-year Stargate Project commits capital to data centers and compute, not enterprise sales capacity. That distinction matters: ServiceNow and Salesforce surged on June 26, 2026, as investors recognized the capital allocation limits OpenAI's near-term ability to displace incumbents. Building frontier AI models differs structurally from winning enterprise contracts, which require compliance, integration, professional services networks, and established trust with IT departments—assets OpenAI lacks at scale.